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R.L. EVANS CO. INC., CRD 110699
BELLEVUE, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-07-02 (filing); first seen by DFX 2026-09-15.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DALLAS JOHN EVANS | Certified Financial Planner|Chartered Financial Consultant | Bellevue, WA | 34 | 42 | 1 | no |
| BRIAN WILLIAM LEACH | Certified Financial Planner | BELLEVUE, WA | 5 | 33 | n/a | no |
| Cheryl Nicole Hansford | Certified Financial Planner | BELLEVUE, WA | 5 | 11 | n/a | no |
| Justin Lloyd Evans | n/a | BELLEVUE, WA | 0 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| EVANS FINANCIAL SERVICES LLC | Owner | E | yes | 04/2016 | Sep 25, 2017 | Oct 18, 2024 |
| EVANS, DALLAS, JOHN | Owner | C | yes | 01/1996 | Mar 15, 2012 | Oct 18, 2024 |
| EVANS, DOUGLAS, LLOYD | Owner | C | yes | 01/1996 | Mar 15, 2012 | Oct 18, 2024 |
| Harwood, Marjorie | Owner | C | yes | 01/1996 | Jul 30, 2019 | Oct 18, 2024 |
| Kaczor, Rebecca | Owner | C | yes | 01/1996 | Jul 30, 2019 | Oct 18, 2024 |
| EVANS, DALLAS, JOHN | VICE-PRESIDENT, MANAGING EXECUTIVE, MANAGING PRINCIPAL, CHIEF INVESTMENT STRATEGIST, CHIEF COMPLIANCE OFFICER | Na | no | 02/1999 | Mar 15, 2012 | Oct 18, 2024 |
| EVANS, DOUGLAS, LLOYD | President | Na | no | 01/1996 | Mar 15, 2012 | Oct 18, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 3, 2026 | $545M | $481M | 3 | 3 | 0 | n/a | n/a |
| 2024 | Jul 2, 2024 | $464M | $372M | 4 | 3 | 0 | n/a | n/a |
| 2023 | Jul 21, 2023 | $285M | $215M | 3 | 3 | 0 | n/a | n/a |
| 2022 | Jul 26, 2022 | $254M | $212M | 3 | 3 | 0 | n/a | n/a |
| 2021 | Jul 27, 2021 | $269M | $202M | 3 | 3 | 0 | n/a | n/a |
| 2020 | Jul 14, 2020 | $170M | $109M | 3 | 2 | 0 | n/a | n/a |
| 2019 | Jul 30, 2019 | $147M | $108M | 4 | 3 | 0 | n/a | n/a |
| 2018 | Jul 30, 2018 | $125M | $30.8M | 4 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $683M | $464M | 47.1% | $254M | 39.1% | 3 | 4 | 0 | 0 |